MATTERHORN CAPITAL ADVISORS, LLC

RIASEC RegisteredEst. 2023
Total AUM
$396M
Discretionary
$396M
100% of AUM
Avg account
$198M
Accounts
2
Employees
11
Advisory reps
4

Firm details

Headquarters
w cnshohocken, Pennsylvania
CRD number
309960
Registered since
May 1, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Matterhorn Capital Advisors, LLC is a privately held investment manager registered with the SEC in 2023 and organized as a limited liability company. The firm functions as a fund manager focused on pooled investment vehicles, acting both as advisor and sponsor/GP/managing member for the funds it runs. Its primary client base is institutional investors, and its fee model combines a percentage-of-assets charge with performance-based fees, aligning manager compensation with fund returns. Matterhorn describes itself as a multifaceted manager with core activity in hedge fund strategies and real estate funds rather than as a pure allocator or multi-manager platform. Matterhorn is not positioned as an ESG-focused manager and is not registered as a multi-state adviser. Its stated advisory activity centers on portfolio management for pooled vehicles, which it both operates and sponsors. That positioning suggests the firm concentrates on active management inside its funds rather than providing separate advisory services across a broad retail client base.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • CRAIG MORESHEAD

    Chief Compliance OfficerCRD 2076630

Contacts

3 of 3
  • ARI STANGER

    Head of FinanceCRD 8244723

  • PETER MORSE

    MemberCRD 818685

  • RICHARD WORLEY

    MemberCRD 472838

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

w cnshohocken, PA

MONTGOMERY

Location

w cnshohocken, PA

Headquartered in w cnshohocken, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
MONTGOMERY
Address
100 Front St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth